Purchases and Sales Made in Q2 2024 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q2 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR WEALTHSHIELD ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65.9KNew |
$1.81M - $1.95M
|
65.9K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 547.12% |
$943K - $1.02M
|
40.7K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.4KNew |
$833K - $899K
|
30.4K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4KNew |
$394K - $425K
|
14.4K
$439K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97KNew |
$191K - $206K
|
6.97K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.91K+ 15.12% |
$162K - $174K
|
45K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.93K+ 683.04% |
$52.9K - $57.1K
|
2.22K
$67.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$3.1K - $3.34K
|
113
$3.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-500- 4.68% |
$13.7K - $14.8K
|
10.2K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-613- 14.06% |
$16.8K - $18.1K
|
3.75K
$114K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.87K- 11.7% |
$51.3K - $55.4K
|
14.1K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.95K- 5.53% |
$53.5K - $57.7K
|
33.4K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.35K- 35.65% |
$147K - $158K
|
9.66K
$295K
|